A4 Wealth Advisors LLC, a small investment advisory firm headquartered in Huntersville, NC, stands as a trusted partner in the realm of financial management. With three strategically located offices, the firm is committed to delivering exceptional investment advisory services. Their team of three dedicated professionals possesses a wealth of knowledge and experience, catering to a diverse range of clients. Each investment advisor boasts an impressive average of $42,010,000 in assets under management. A4 Wealth Advisors' compensation structure is flexible, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of their assets under management originate from employer 401Ks and individual clients, showcasing their proficiency in these areas. A significant 77% of the assets they oversee are discretionary, underscoring their ability to make independent decisions based on the clients' best interests. Renowned for their expertise in handling high net worth individuals' portfolios, A4 Wealth Advisors manages the majority of their assets for this esteemed clientele. Furthermore, they extend their services as insurance brokers or agents, ensuring comprehensive financial coverage for their clients. With an extensive client base of over 440 individuals, A4 Wealth Advisors successfully manages assets totaling more than $126,024,000. The firm takes pride in its long-tenured advisors, including the esteemed professionals Shauntae Funkhouser, Michael Gibson, and John Balcerzak, who bring years of experience and knowledge to the team. A4 Wealth Advisors LLC continues to foster trust, providing exceptional financial guidance and empowering their clients to achieve their long-term financial goals.

Cornerstone Wealth is a prominent regional investment advisory firm headquartered in Huntersville, NC, and operating across six offices. With a team of 35 dedicated employees, Cornerstone Wealth offers comprehensive investment advisory services to its diverse clientele. Their impressive average of approximately $31,960,000 in assets under management per investment advisor speaks to their expertise and commitment to delivering outstanding results. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. Notably, around 50% of their assets under management are derived from employer 401Ks or individual clients, showcasing Cornerstone Wealth's extensive experience and success in this particular domain. Furthermore, the firm prides itself on managing all assets under their care on a discretionary basis, instilling confidence in their clients' trust. With over 1,780 individual clients and a staggering $1,118,483,000 in assets under management, Cornerstone Wealth has built a sterling reputation in the industry. Their long-standing success is attributed, in part, to the expertise and dedication of their seasoned advisors, including Jonathan Brown, Alexander Barnes, and Jerett Dimarzio, who have proven their commitment to client satisfaction over the years. Cornerstone Wealth's unwavering focus on delivering exceptional investment advisory services has cemented its position as a trusted partner for individuals and businesses seeking sound financial guidance. By leveraging their extensive knowledge and commitment to their clients' financial goals, Cornerstone Wealth continues to be a leading force in the investment advisory landscape.

Powell Wealth is a highly regarded investment advisory firm based in Cornelius, NC. With over 50 individual clients and an impressive $151,570,000 in assets under management, they provide comprehensive financial services to a diverse range of clients. While their clientele consists of high net worth individuals, Powell Wealth also has the expertise to manage employer funds. As a small firm, Powell Wealth prides itself on delivering personalized and tailored solutions to meet their clients' unique financial goals. With 100% of the assets they manage being discretionary, clients entrust the firm with full discretion in making investment decisions on their behalf. This level of trust is a testament to Powell Wealth's expertise and reputation in the industry. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive the most suitable compensation arrangement based on their specific needs. With three dedicated employees, two of whom provide investment advisory services, Powell Wealth offers a high level of individual attention and expertise. Their investment advisors, David Powell and Charles Powell, are seasoned professionals who have been with the firm for many years, contributing to its longstanding success. Powell Wealth's average assets under management per investment advisor, approximately $75,790,000, aligns with the industry average, further reinforcing their competence in managing substantial portfolios. As a trusted partner for financial planning and wealth management, Powell Wealth continues to provide exceptional service to their clients, guiding them towards financial success and security.

BRC Wealth Management, LLC is a reputable investment advisory firm headquartered in Concord, NC. With a single office, this small firm prides itself on delivering personalized financial solutions to its clients. Led by Dimitri Triantafyllides, one of the longest tenured registered advisors, BRC Wealth Management, LLC has established a strong presence in the industry since its inception in 2020. Committed to providing exceptional service, BRC Wealth Management, LLC employs a team of three skilled professionals, two of whom specialize in delivering comprehensive investment advisory services. With their expertise, the firm manages a substantial portfolio of assets under management, averaging approximately $78,500,000 per investment advisor. This places them on par with the industry average. BRC Wealth Management, LLC's compensation structure is diverse, including a variety of options such as a percentage of assets under management, fixed fees, and hourly charges. Although they primarily manage assets on a discretionary basis, the firm also possesses the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Distinguished by their focus on serving high net worth individuals, BRC Wealth Management, LLC oversees a sizable client base, comprising over 50 individual clients with a collective $156,996,000 in assets under management. With their comprehensive financial solutions and commitment to client success, BRC Wealth Management, LLC continues to build its reputation as a trusted partner in the financial industry.

Aspire Private Capital is a reputable investment advisory firm headquartered in Cornelius, NC, with an extensive track record in the financial industry. With two offices, they are well-positioned to serve a diverse clientele. Of their 11 dedicated employees, 9 specialize in providing comprehensive investment advisory services. With an average of $32,910,000 in assets under management per investment advisor, they possess a wealth of experience and expertise. Aspire Private Capital's compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' interests. Notably, approximately half of their assets under management are sourced from employer 401Ks or individual clients, highlighting their proficiency in this space. Impressively, 95% of the assets they manage are under their discretionary authority, enabling them to make informed investment decisions on behalf of their clients. With a sizable client base comprising over 570 individuals, Aspire Private Capital oversees a substantial $296,199,000 in assets under management. The firm takes pride in their team of highly tenured advisors, including esteemed professionals like John Philpott, Jaime Guevara, and Thomas Farrell. Their extensive experience and deep understanding of the financial markets contribute to the firm's solid reputation and consistent delivery of exceptional results. Aspire Private Capital's commitment to providing personalized investment advisory services, combined with their vast industry knowledge and remarkable client portfolio, solidify their position as a trusted partner for individuals and businesses seeking comprehensive financial guidance. Whether managing individual portfolios or employer-sponsored retirement plans, Aspire Private Capital excels in creating tailored investment strategies that align with their clients' long-term financial goals.